Financial Planning and Analysis

• Set the vision for a forward-looking, mission-aligned finance function that supports strategic decision-making, financial sustainability, and organizational growth.
• Lead from within the work—not above it—by staying hands-on with budgeting, modeling, and financial analysis; you understand the numbers because you’ve built them, not just reviewed them.
• Lead the development and implementation of integrated budgeting, forecasting, and financial planning models that support both long-term strategy and day-to-day execution.
• Serve as the organization’s senior-most financial leader—partnering with the COO and executive team to align financial strategy with organizational strategy and programmatic goals.
• Use financial modeling (sustainability, cost allocations, funder reporting, risk assessment) and scenario planning to proactively inform organizational decisions, assess risks, and surface opportunities.
• Bring a “builder’s mindset” to create and refine financial systems, policies, and tools from the ground up—ensuring they are accessible, scalable, and aligned with best practices.
• Embed transparency and fairness into all financial practices, ensuring budgeting, resource allocation, and reporting reflect the organization’s values and goals.
• Leverage AI and automation tools to increase capacity, enhance forecasting, and improve the clarity and accessibility of financial data across the organization.
• Translate complex financial information into actionable insights, via reports, presentations, and dashboards, for diverse internal and external audiences, including staff, board members, and funders.
• In collaboration with SD, People & Culture, ensure timekeeping systems and operations support project-based budgeting.
• Ensure TOU has visibility and remains in compliance with grant management and spending.
• Oversee key organizational operations including contracts, procurement, facilities, cross-functional compliance, and administrative systems—ensuring they are designed with best practices, efficient, compliant, and aligned with the organization’s mission and values.
• Supervise Operations team members and provide strategic oversight to ensure operational systems and processes scale with the organization’s needs.
• Build and implement cross-functional systems (e.g., time tracking, budgeting tools) that link operational data with financial planning and performance while also driving operational risk management and internal controls.
• Ensure compliance with legal, regulatory, and grant-related requirements, while aligning internal policies with organizational culture and priorities.
• Manage and mentor a small but high-performing team, creating clear goals, professional development pathways, and a strong culture of trust and accountability.
• Lead change management and ownership across the organization by increasing financial literacy, developing training, tools, and partnership models for budget owners and team leads.
• Foster a collaborative, learning-oriented environment that values transparency, inclusion, and continuous improvement.

Senior Director, Finance – Operations

Alternative Investments Regional Specialist – Private Bank

Financial Talent Sourcing Specialist

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Senior Strategic Planning Manager

Staff Researcher – Quantum Finance Engineering